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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,426 |
SUMMIT GROUP RETIREMENT PLANNERS6+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $12,476 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,666 | $61,166-56.4% | $185,849-85.7% | $79,391-66.4% |
| Participation rate | 82.9% | 66.6%+16.3pp | 81.7%+1.2pp | 70.7%+12.2pp |
| Annual return | 17.05% | 19.45%-2.4pp | 122.10%-105.0pp | 116.88%-99.8pp |
| Employer contribution / active EE | $5,092 | $2,321+119.4% | $5,169-1.5% | $2,428+109.7% |
| Participant deferral / active EE | $875 | $2,789-68.6% | $5,569-84.3% | $4,046-78.4% |
| Admin fee / account holder | $188 | $710-73.5% | $16,244-98.8% | $627-70.0% |